Experienced CPA for Wealth Management Firm

2 weeks ago


Cordova, Tennessee, United States McAdams Group LLC Full time
Seasonal Certified Public Accountant (CPA)

Company: McAdams Group, LLC

Job Type: Full-time, Seasonal

About Us:

At McAdams Group, LLC, we are a premier wealth management firm focused on assisting families in achieving financial security and stability. Our dedicated team is committed to delivering exceptional service with integrity and a client-first approach.

Position Overview:

We are in search of a proficient and knowledgeable Certified Public Accountant (CPA) to join our organization on a permanent seasonal basis. In this role, you will be integral in maintaining the accuracy and compliance of financial documentation, tax strategies, and wealth management solutions for our clientele.

Key Responsibilities:
  • Tax Strategy and Compliance:
    • Engage with clients to comprehend their financial objectives and devise tax-efficient solutions.
    • Prepare and evaluate tax returns, ensuring adherence to applicable regulations.
    • Remain informed about updates in tax legislation to offer precise and timely guidance.
  • Financial Evaluation:
    • Examine financial statements and reports to pinpoint opportunities for enhancement and efficiency.
    • Deliver insights and recommendations to clients regarding wealth management strategies.
  • Client Engagement:
    • Establish and nurture robust relationships with clients, recognizing their financial aspirations and requirements.
    • Effectively communicate complex financial concepts and strategies in a straightforward manner.
  • Team Collaboration:
    • Collaborate closely with fellow team members, including financial advisors and investment specialists, to provide holistic wealth management solutions.
    • Participate in team discussions and share knowledge to elevate overall service quality.
Qualifications:
  • Must possess a Certified Public Accountant (CPA) designation with a minimum of 5 years of relevant experience.
  • Demonstrated expertise in tax strategy and compliance, ideally within a wealth management or financial advisory context.
  • Strong grasp of financial markets, investment methodologies, and wealth management principles.
  • Exceptional communication abilities, both written and verbal.
  • Detail-oriented with a strong commitment to accuracy and regulatory compliance.
Benefits:
  • Competitive compensation based on experience.
  • A collaborative and dynamic work atmosphere.


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